Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Saeed? Claim Your ProfileSaeed Bowens is a financial advisor with Avantax Advisory Services. Saeed has been in the financial services industry for over 12 years. Saeed is registered with the state of Texas and Illinois and has experience in providing financial planning services. Saeed has a strong understanding of the financial markets and can help you develop a customized financial plan that meets your individual needs.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
TX
05/10/2021 - Present
Avantax Advisory Services (DALLAS TX)
TX
10/23/2019 - 05/11/2021
J.P. MORGAN SECURITIES LLC (LANCASTER TX)
TX
07/18/2017 - 10/10/2019
AVANTAX INVESTMENT SERVICES, INC. (Irving TX)
TX
05/18/2017 - 06/01/2017
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
10/31/2016 - 02/07/2017
EDWARD JONES (LANCASTER TX)
TX
10/01/2012 - 11/04/2016
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
07/20/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DALLAS TX)
BOTH
Issued 11/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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